Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendi? Claim Your ProfileWendi Pamela Lee Diacono is a financial advisor with LPL Financial LLC, working in the Livonia, MI office. Wendi is licensed to provide financial advice in Arizona, California, Colorado, District of Columbia, Florida, Michigan, Ohio, Tennessee, Texas, and Washington. Wendi has been working in the financial industry since 2001 and has previously worked for Cetera Advisor Networks LLC and Financial Network Investment Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
12/07/2018 - Present
LPL Financial LLC (LIVONIA MI)
MI
07/18/2011 - 12/08/2018
CETERA ADVISOR NETWORKS LLC (LIVONIA MI)
MI
10/11/2007 - 08/17/2011
LPL FINANCIAL LLC (LIVONIA MI)
MI
10/03/2002 - 10/15/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (LIVONIA MI)
NY
01/12/2001 - 10/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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